HoneyBook + Wave
Create Wave customers from new HoneyBook inquiries
Easily manage your client inquiries and keep your customer list updated with this simple automation. When a new inquiry is received in HoneyBook, this workflow will create a customer in Wave, ensuring all your potential clients are organized and easily accessible. Save time and stay focused on growing your business instead of manually transferring information between platforms.
Easily manage your client inquiries and keep your customer list updated with this simple automation. When a new inquiry is received in HoneyBook, this workflow will create a customer in Wave, ensuring all your potential clients are organized and easily accessible. Save time and stay focused on growing your business instead of manually transferring information between platforms.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNote
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
Meeting Scheduled
Trigger when a meeting is scheduled or changed
Try ItNew Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItProject Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItFull NameRequired
EmailRequired
Address
Phone Number
